Path of Entry: Three Steps to a Successful ETF Launch

August 2019

An iconic example of innovation in the investment industry, the exchange-traded fund (ETF) is reaching new heights.

ETFs have seen a meteoric rise since their launch nearly three decades ago. Factors such as transparency, liquidity and low fees have contributed to their explosive growth. But this popularity introduces its own set of challenges. To win limited shelf space and set their ETF products apart, managers must plan and execute flawlessly.

Based on decades of experience servicing ETFs, we’ve outlined three steps to a successful product launch.